Trainee Financial Services Administrator Amersham, England
Job description
Administrator - Wealth Management
Salary of up to £24,000.00
Highly competitive and comprehensive benefits package (full list below)
Office-based, with flexibility for occasional Hybrid-working.
Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry?
Do you want to step into a role with an industry leading business, with an excellent benefits package and progression opportunities?
We are Succession Wealth, established in 2009, we have grown to become one of the UK's leading, financial planning and wealth management business’ and recently became part of the Aviva group. We have a national network of office locations with Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services to a wide range of private and commercial clients right across the UK.
Due to our continued growth Succession now have a fantastic opportunity for an organised and enthusiastic person to join our Client Delivery team as an Administrator. In this fast paced and varied role you will work as part of a highly effective administration team supporting our Wealth Planning team to ensure we deliver an excellent service and outstanding outcomes for our clients.
The role…
The primary purpose of the role is to work alongside our Client Delivery Leads to enable Succession Wealth Planners to maintain and develop a portfolio of high-net-worth clients. This is achieved through liaising with policy providers for the processing of Letters of Authority, uploading and chasing of Letters of Engagement, support with postal duties in office and reception cover when required. The role holder is also expected to ensure that our client information database is accurate at all times.
This role will require strong interpersonal and organisational skills, with full training provided on the specifics of the relevant documentation.
On a day to day basis you can expect to be:
- Assisting with co-ordinating Wealth Planners diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Postal duties and reception cover when required.
- APM valuations for a team of Planners.
- Ensuring all data entry is completed accurately and within specified timelines.
- Taking ownership and accountability for administration including ensuring the maintenance of correct client records.
To be successful in the role you will need:
- 1 Year working within an Administration role, ideally within Financial Services or a similar industry.
- Strong organisational and interpersonal skills
- Good literacy and numeracy skills with a high degree of accuracy
- Working knowledge of Microsoft Word and Excel packages essential
- Desirable - NVQ Level 3 in Business Administration or knowledge of the UK regulatory system
What you can expect from us…
A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products
- £450 towards the purchase of home office equipment.
Group Life Assurance Scheme: 8 x salary
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening
- Support with cost of professional exams /study days
- Charity Days
- Company Events
Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:
- Employee Assistance Programme including access to a 24/7 support line
- Access to mental health first aiders
- Menopause support
- Parental and compassionate leave
- Wellbeing Library and Hub
- Aviva DigiCare and Workplace
- Bereavement Helpline
Support in achieving your career goals…
- Sponsorship for relevant professional exams and study leave
- Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams
- Clear career pathways and endless internal job opportunities
- Access to a huge range of free courses via our Learning Management system
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.
Job Types: Full-time, Permanent
Salary: Up to £24,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Free parking
- On-site parking
- Referral programme
- Sick pay
- Store discount
Schedule:
- Flexitime
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Amersham, HP7 9LP: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you require sponsorship to work in the UK?
Experience:
- Administrative: 1 year (required)
Work Location: In person
Reference ID: 1144
